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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2301
Providence Wealth Advisors
Illinois
$5.3M +$250K +2,294 +5%
WLPWM
2302
Walled Lake Planning & Wealth Management
Illinois
$5.28M -$768K -7,035 -13%
PRS
2303
Pinkerton Retirement Specialists
Idaho
$5.28M +$1.71M +15,689 +52%
HA
2304
Harfst & Associates
Wyoming
$5.27M -$350K -3,205 -7%
TIM
2305
Thompson Investment Management
Wisconsin
$5.26M -$1.15M -10,550 -19%
SWP
2306
Strategic Wealth Partners
Ohio
$5.26M -$1.42M -13,031 -22%
HIM
2307
HawsGoodwin Investment Management
Tennessee
$5.25M +$330K +3,027 +7%
KHLMTHM
2308
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.25M -$937K -8,585 -16%
Dodge & Cox
2309
Dodge & Cox
California
$5.23M -$627K -5,748 -11%
VDI
2310
Vaughan David Investments
Illinois
$5.19M +$142K +1,304 +3%
FI
2311
Financial Insights
Washington
$5.19M -$74.2M -680,161 -94%
B
2312
Bridgeworth
Alabama
$5.18M +$29.5K +270 +0.6%
ECM
2313
Exchange Capital Management
Michigan
$5.18M -$304K -2,783 -6%
CWM
2314
Connecticut Wealth Management
Connecticut
$5.18M +$1.14M +10,447 +31%
AA
2315
Auxano Advisors
Washington
$5.17M -$1.21M -11,076 -20%
BBI
2316
Baxter Bros Inc
Connecticut
$5.17M -$938K -8,593 -16%
UH
2317
Unigestion Holding
Switzerland
$5.16M +$1.06M +9,672 +28%
DR
2318
Davis Rea
Ontario, Canada
$5.15M -$11.9K -109 -0.2%
BEAM
2319
Baker Ellis Asset Management
Washington
$5.14M -$2.13M -19,556 -31%
BFWA
2320
Benchmark Financial Wealth Advisors
Florida
$5.13M +$749K +6,865 +18%
ECAM
2321
East Coast Asset Management
Massachusetts
$5.12M -$4.31M -39,483 -47%
ACM
2322
AlphaCrest Capital Management
New York
$5.12M +$4.28M +39,183 +785%
SAM
2323
Summit Asset Management
Tennessee
$5.11M -$128K -1,170 -3%
BHTS
2324
Bar Harbor Trust Services
Maine
$5.1M -$293K -2,684 -6%
PFM
2325
Peak Financial Management
Massachusetts
$5.1M -$60.1K -551 -1%